Business Tax Forms & Filing Channels
Track generated payroll forms, employer onboarding records, and the official filing systems each form belongs to.
Retained
3
Employer-Retained Record
IRIS
2
IRS IRIS
IRS e-file
3
IRS Employment Tax E-File
SSA BSO
2
SSA Business Services Online
State portal
3
State or Local Filing Portal
Available documents
| Document | Channel | Status | Action |
|---|---|---|---|
| Loading tax documents… | |||
Official form registry
| Form | Authority | Channel | Tracking |
|---|---|---|---|
Form I-9 Employee onboarding and work authorization verification record. | USCIS | Employer-Retained Record Completed and retained by the employer or payer. Not routinely filed through a federal e-file API. | No generated document |
Form W-4 Employee federal withholding elections for payroll withholding calculations. | IRS | Employer-Retained Record Completed and retained by the employer or payer. Not routinely filed through a federal e-file API. | No generated document |
Form W-9 Contractor onboarding form for taxpayer identification and backup withholding certification. | IRS | Employer-Retained Record Completed and retained by the employer or payer. Not routinely filed through a federal e-file API. | Needs W-9 review |
Form W-2 Year-end wage reporting for employees. | SSA | SSA Business Services Online Social Security Administration wage reporting through Business Services Online, accessed with Login.gov or ID.me. | No generated document |
Form W-3 Employer transmittal for Forms W-2. | SSA | SSA Business Services Online Social Security Administration wage reporting through Business Services Online, accessed with Login.gov or ID.me. | No generated document |
Form 1099-NEC Year-end contractor compensation reporting. | IRS | IRS IRIS IRS Information Returns Intake System, available through the Taxpayer Portal and Application-to-Application flows. | No generated document |
Form 1099-K Processor-issued information return for reportable payment transactions. | IRS | IRS IRIS IRS Information Returns Intake System, available through the Taxpayer Portal and Application-to-Application flows. | No generated document |
Form 941 Quarterly federal payroll tax return for wages, withholding, and employment taxes. | IRS | IRS Employment Tax E-File IRS employment tax return e-filing, generally through Modernized e-File compatible software or approved providers. | No generated document |
Form 940 Annual federal unemployment tax reporting. | IRS | IRS Employment Tax E-File IRS employment tax return e-filing, generally through Modernized e-File compatible software or approved providers. | No generated document |
Form 945 Annual reporting for withheld federal income tax from nonpayroll payments. | IRS | IRS Employment Tax E-File IRS employment tax return e-filing, generally through Modernized e-File compatible software or approved providers. | No generated document |
State Withholding Return State payroll withholding filing, frequency and form vary by jurisdiction. | State / local | State or Local Filing Portal Filed with a state, county, city, or other local revenue/labor agency portal. Rules vary by jurisdiction. | No generated document Jurisdiction-specific filing instructions |
State Unemployment Return State unemployment insurance reporting and payment filing. | State / local | State or Local Filing Portal Filed with a state, county, city, or other local revenue/labor agency portal. Rules vary by jurisdiction. | No generated document Jurisdiction-specific filing instructions |
Sales Tax Return State or local sales-tax filing and remittance. | State / local | State or Local Filing Portal Filed with a state, county, city, or other local revenue/labor agency portal. Rules vary by jurisdiction. | No sales-tax registrations Jurisdiction-specific filing instructions |
Taxpayer record
Keep business-entity details and retained onboarding forms current so generated filings match the employer record.
Not configured
Not saved
Not saved
W-9 on file
Track whether the business certification is retained.